Filed April 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT10+ years Service code 22 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $0 |
EISNERAMPER LLP3 years Filed as: EISNERAMPER LLC Service code 99 · EIN 87-1363769 | Other Fees | $0 |
TIAA10+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,788 | $67,984+108.6% | $65,493+116.5% | $74,304+90.8% |
| Participation rate | 91.6% | 66.3%+25.3pp | 73.1%+18.5pp | 60.3%+31.3pp |
| Annual return | 11.28% | 19.87%-8.6pp | 982.45%-971.2pp | 29.43%-18.2pp |
| Employer contribution / active EE | $5,385 | $2,491+116.2% | $2,574+109.2% | $2,241+140.3% |
| Participant deferral / active EE | $6,886 | $3,346+105.8% | $3,961+73.8% | $3,767+82.8% |
| Admin fee / account holder | $120 | $1,373-91.2% | $5,028-97.6% | $2,969-95.9% |